Hello! I'm running into an issue that I'm sure is pretty common but I haven't been able to resolve on my own yet. We have a very basic app that needs to be built that shows sales rep performance vs. quota for specific targeted accounts. The files consist of the Quota (Rep, Month, Type, Quota), Sales (Customer, Month, Type, Amount), and Customer (Customer, Customer Contact, State, Rep). At the end of the day, we need to roll up the sales by type and compare it to the quota by type for each rep. Mockups of each table are attached and examples are below.
The issue that I see is that quota is not set at the customer level, the customer data doesn't contain a month or type field, and the sales data doesn't contain the rep. So I'm left with a circular association (below) that still doesn't return what I'm looking for. Any feedback on how to approach this is greatly appreciated. Thanks!